Aljian Capital Management

Aljian Capital Management, LLC, established in 2013, is a financial advisor firm specializing in Comprehensive Portfolio Management and Pension Consulting. The firm offers individualized investment advice tailored to clients' goals and risk tolerance. Clients have the option to grant investment discretion to the firm. Aljian Capital Management manages over $548 million in assets on a discretionary basis. Fees for advisory services are charged based on a percentage of assets under management, with fees billed quarterly in advance. The firm does not offer wrap fee programs and does not charge performance-based fees. Clients can invest in a variety of securities, including ETFs, mutual funds, individual stocks, and bonds. The firm utilizes charting, fundamental analysis, technical analysis, and cyclical analysis as methods of analysis. Aljian Capital Management recommends the use of Schwab as a custodian and broker, providing access to a wide range of investment products and services. The firm receives economic benefits from Schwab, which are disclosed to clients. Clients receive quarterly account statements directly from the custodian. Aljian Capital Management has no disciplinary events and acts as a fiduciary, putting clients' interests first.